Apple Card launched without a website, which suggests something fundamental about Apple’s nature. Then, revisiting a Stratechery article from six years ago.
Revisiting Google’s Cloud Numbers, Apple’s Earnings, Additional Notes on Apple’s Earnings
Google’s cloud numbers are probably much worse than they appear. Then Apple delivered post-iPhone earnings that were impressive in what they said about Apple’s future.
Tinder Bypasses Google Play Payments, App Store Fees and Differences, Apple Entering Modem Business?
Tinder is moving away from Google Play Store’s payment system, which makes sense given the app’s pricing power. Then, how the app store tax warps costs, and why Apple may not see much upside from getting into modems.
Netflix Earnings; Reasons for Concern, and Optimism; Apple Reportedly Pursuing Exclusive Podcasts
Netflix’s earnings are worrisome, but for predictable reasons; ultimately, the company remains in a strong position. Then, Apple’s rumored move into exclusive podcasts doesn’t make sense and is in fact good for Spotify.
Facebook’s FTC Fine, Apple and Microsoft’s Mistake, IBM’s Unbundling
Facebook’s FTC fine is being pilloried, but it really is large and unprecedented. Plus, why Facebook critics were asleep at the wheel. Then, Microsoft saving Apple has an analogy to IBM, and is a potential argument in favor of antitrust action.
Apple, Design, and Operations; So It Goes; The Role of Jeff Williams
More on Jony Ive’s exit, and why blaming Tim Cook misses the broader changes that are an inevitable by-product of success. Than, clarifying Jeff Williams role as CEO-in-waiting.
[FREE] Jony Ive Leaves Apple, Ive’s Legacy, The Post-Ive Apple
Jony Ive is leaving Apple: how it happened, Ive’s legacy, and what it means for Apple going forward.
Delrahim’s Speech on Tech and Antitrust; Tech and Antitrust, Updated; YouTube and Instagram’s Scale Defense
The Department of Justice antitrust chief gave a speech yesterday that should make tech nervous, particularly Google and Facebook. Then, why Google and Facebook’s scale defense is not sufficient.
Tech and Antitrust
A review of the potential antitrust cases against Google, Apple, Facebook, and Amazon suggests that only Google is vulnerable.
The First Post-iPhone Keynote, More on Antitrust and Tech, Developers Sue Apple
Why a better name for Apple’s Audacity was “The First Post-iPhone Keynote”; then, why a broad focus on tech by antitrust authorities is good for Google, and the implications of the Supreme Court getting *Pepper* wrong.